Union Bankshares Inc
UNB- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000706863
In the last 90 days, Union Bankshares Inc insiders filed 3 open-market purchases and 0 sales; 50 institutions reported holding it in 13F filings for Q2 2026, worth $19.1M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Union Bankshares Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 28
- −1 vs. Q1 2024
- Shares held
- 732.0K
- −35.0K (−4.6%) vs. Q1 2024
- Total value
- $15.7M
- −$7.67M (−32.8%) vs. Q1 2024
- New holders
- 1
- 11 more added
- Sold out
- 2
- 8 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 50 | $19.1M |
| Q1 2026 | 53 | $21.7M |
| Q4 2025 | 49 | $21.8M |
| Q3 2025 | 50 | $26.3M |
| Q2 2025 | 37 | $29.0M |
| Q1 2025 | 35 | $28.8M |
| Q4 2024 | 33 | $25.7M |
| Q3 2024 | 27 | $19.3M |
| Q2 2024 | 28 | $15.7M |
| Q1 2024 | 29 | $23.4M |
| Q4 2023 | 31 | $20.5M |
| Q3 2023 | 25 | $11.1M |
| Q2 2023 | 24 | $11.3M |
| Q1 2023 | 26 | $10.7M |
| Q4 2022 | 28 | $11.4M |
| Q3 2022 | 27 | $11.7M |
| Q2 2022 | 26 | $14.6M |
| Q1 2022 | 29 | $18.2M |
| Q4 2021 | 30 | $18.0M |
| Q3 2021 | 31 | $19.9M |
| Q2 2021 | 35 | $21.6M |
| Q1 2021 | 31 | $16.0M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Union Bankshares Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2 | $42 | 0.00% | −10,463−100.0% | Reduced |
| JPMorgan Chase & Co | 5 | $107 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 31 | $666 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 75 | $2.00K | 0.00% | +50+200.0% | Added |
| 1620 Investment Advisors, Inc. | 120 | $2.58K | 0.00% | +120 | New |
| Clean Yield Group | 450 | $9.67K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 679 | $14.6K | 0.00% | −43−6.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 875 | $20.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,458 | $52.8K | 0.00% | +1,254+104.2% | Added |
| Bank of America Corp | 3,403 | $73.1K | 0.00% | −673−16.5% | Reduced |
| Wells Fargo & Company | 3,770 | $81.0K | 0.00% | −13,629−78.3% | Reduced |
| Citigroup Inc | 4,026 | $86.5K | 0.00% | −1,713−29.8% | Reduced |
| Morgan Stanley | 9,955 | $213.8K | 0.00% | −740−6.9% | Reduced |
| State Street Corp | 10,091 | $216.8K | 0.00% | +200+2.0% | Added |
| Renaissance Technologies LLC | 14,032 | $301.4K | 0.00% | +1,000+7.7% | Added |
| Bridgeway Capital Management, LLC | 16,390 | $352.1K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 17,070 | $366.7K | 0.00% | +307+1.8% | Added |
| Susquehanna International Group, LLP | 20,662 | $443.8K | 0.00% | −4,853−19.0% | Reduced |
| Northern Trust Corp | 25,893 | $556.2K | 0.00% | −1,169−4.3% | Reduced |
| Trust Co of Vermont | 30,428 | $653.6K | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 30,924 | $664.2K | 0.00% | +2,914+10.4% | Added |
| LPL Financial LLC | 33,629 | $722.4K | 0.00% | +747+2.3% | Added |
| Geode Capital Management, LLC | 39,315 | $844.7K | 0.00% | +786+2.0% | Added |
| Spears Abacus Advisors LLC | 42,940 | $922.4K | 0.02% | 00.0% | Unchanged |
| Cardinal Capital Management | 64,629 | $1.39M | 0.23% | +9,568+17.4% | Added |
| Vanguard Group Inc | 144,984 | $3.11M | 0.00% | +168+0.1% | Added |
| FMR LLC | 215,190 | $4.62M | 0.00% | +5,730+2.7% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,058−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −8,480−100.0% | Sold out |